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2. Performance attribution - Wikipedia

   en.wikipedia.org/wiki/Performance_attribution

   Performance attribution, or investment performance attribution is a set of techniques that performance analysts use to explain why a portfolio 's performance differed from the benchmark. This difference between the portfolio return and the benchmark return is known as the active return. The active return is the component of a portfolio's ...

3. Investment performance - Wikipedia

   en.wikipedia.org/wiki/Investment_performance

   Investment performance. Investment performance is the return on an investment portfolio. The investment portfolio can contain a single asset or multiple assets. The investment performance is measured over a specific period of time and in a specific currency. Investors often distinguish different types of return.

4. Clearwater Analytics - Wikipedia

   en.wikipedia.org/wiki/Clearwater_Analytics

   Clearwater Analytics is a software-as-a-service (SaaS) fintech company that provides automated investment accounting, performance, compliance, and risk reporting for insurance companies, asset managers, corporations, banks, governments, and other institutions. [1] Clearwater is a publicly traded company headquartered in Boise, Idaho, with ...

5. Addepar - Wikipedia

   en.wikipedia.org/wiki/Addepar

   Financial software. Investment portfolio analysis. Investment performance reporting. Number of employees. 800 [2] (2023) Website. addepar .com. Addepar, Inc. is an American wealth management platform for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting. [3]

6. Return on investment - Wikipedia

   en.wikipedia.org/wiki/Return_on_investment

   Return on investment. Return on investment ( ROI) or return on costs ( ROC) is the ratio between net income (over a period) and investment (costs resulting from an investment of some resources at a point in time). A high ROI means the investment's gains compare favourably to its cost. As a performance measure, ROI is used to evaluate the ...

7. Time-weighted return - Wikipedia

   en.wikipedia.org/wiki/Time-weighted_return

   The time-weighted return is a measure of the historical performance of an investment portfolio which compensates for external flows. External flows refer to the net movements of value into or out of a portfolio, stemming from transfers of cash, securities, or other financial instruments. These flows are characterized by the absence of a ...